See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,126 | $55,415-67.3% | $155,509-88.3% | $74,495-75.7% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 9.89% | 268.50%-258.6pp | 64.67%-54.8pp | 1364.94%-1355.0pp |
| Employer contribution / active EE | $1,541 | $2,267-32.0% | $4,672-67.0% | $2,623-41.2% |
| Participant deferral / active EE | $872 | $2,836-69.3% | $5,626-84.5% | $4,346-79.9% |
| Admin fee / account holder | $43 | $1,738-97.5% | $15,912-99.7% | $1,942-97.8% |